Wisconsin Association of Insurance & Financial Advisors

Registered Principal Details

Business Or Interest:
Life, health and multiple line insurance agents.

Lobbying Interests:
Any function or activity of any branch, department or phase of state or local government; agriculture; environment; taxation; regulation or business, finance or insurance, or other topics pertaining to the general public health or welfare.

CEO Name:
Susan K Linck
Executive Vice President

Contact
SL
Susan Linck
2702 International Ln Ste 207
Madison, WI 53704
(608) 244-3131
(608) 244-0476

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 229
Assembly Bill 229
relating to: establishing a publicly financed health care system for residents of this state, creating the Department of Health Planning and Finance, Health Policy Board, and regional health councils, granting rule-making authority, and making appropriatio...

Bill Text and History

Assembly Bill 278
Assembly Bill 278
relating to: prohibiting the use of information in credit reports for issuing or setting premiums for motor vehicle or property insurance.

Bill Text and History

Assembly Bill 312
Assembly Bill 312
relating to: the purchase of health care coverage by certain individuals through the Group Insurance Board, requiring the Group Insurance Board and the Private Employer Health Care Coverage Board to offer a combined health care coverage plan, granting rule...

Bill Text and History

Against
Notification Date
7/22/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 313
Assembly Bill 313
relating to: the purchase of health care coverage by individuals who are engaged in the business of farming through the Group Insurance Board, granting rule-making authority, and making an appropriation.

Bill Text and History

Against
Notification Date
7/22/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 355
Assembly Bill 355
relating to: prescription drugs, providing an exemption from emergency rule procedures, granting rule-making authority, making appropriations, and providing penalties.

Bill Text and History

None
Notification Date
7/28/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 447
Assembly Bill 447
relating to: authorizing a health benefit purchasing cooperative pilot project and granting rule-making authority.

Bill Text and History

None
Notification Date
7/28/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 681
Assembly Bill 681
relating to: requirements for recommendations made by insurers and insurance intermediaries to senior consumers in annuity transactions; committees of the board of directors of domestic stock and mutual corporations; annuity minimum nonforfeiture amount; m...

Bill Text and History

None
Notification Date
12/9/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 685
Assembly Bill 685
relating to: the definition of a group health benefit plan.

Bill Text and History

None
Notification Date
1/14/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 714
Assembly Bill 714
relating to: loss of use of rental motor vehicles.

Bill Text and History

None
Notification Date
1/14/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 917
Assembly Bill 917
relating to: life insurance and annuity contract exemptions from creditor claims.

Bill Text and History

None
Notification Date
3/5/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Joint Resolution 65
Assembly Joint Resolution 65
relating to: deleting from the constitution the offices of secretary of state and state treasurer (first consideration).

Bill Text and History

None
Notification Date
2/16/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 71
Senate Bill 71
relating to: treatment of prescription drug costs, diagnostic testing, and payments under mandated insurance coverage of treatment for nervous and mental disorders and alcoholism and other drug abuse problems, and granting rule-making authority.

Bill Text and History

2003 Wisconsin Act 178

Senate Bill 72
Senate Bill 72
relating to: increasing the limits for insurance coverage of nervous or mental health disorders or alcoholism or other drug abuse problems.

Bill Text and History

Senate Bill 90
Senate Bill 90
relating to: establishing a publicly financed health care system for residents of this state, creating the Department of Health Planning and Finance, Health Policy Board, and regional health councils, granting rule-making authority, and making appropriatio...

Bill Text and History

Senate Bill 202
Senate Bill 202
relating to: the purchase of health care coverage by individuals who are engaged in the business of farming through the Group Insurance Board, granting rule-making authority, and making an appropriation.

Bill Text and History

Against
Notification Date
7/28/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 204
Senate Bill 204
relating to: authorizing a health benefit purchasing cooperative pilot project and granting rule-making authority.

Bill Text and History

2003 Wisconsin Act 101

None
Notification Date
7/28/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 320
Senate Bill 320
relating to: requirements for recommendations made by insurers and insurance intermediaries to senior consumers in annuity transactions; committees of the board of directors of domestic stock and mutual corporations; annuity minimum nonforfeiture amount; m...

Bill Text and History

2003 Wisconsin Act 261

None
Notification Date
12/9/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 504
Senate Bill 504
relating to: life insurance and annuity contract exemptions from creditor claims.

Bill Text and History

2003 Wisconsin Act 304

None
Notification Date
3/5/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Budget Bill Subjects

Insurance
Biennial budget bill treatment of matter relating to
Insurance

Notification Date
1/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Topics Not Yet Assigned A Bill Or Rule Number

Investor-owned insurance
Development, drafting or introduction of a proposal relating to
Investor-owned insurance

Action Intended To Affect
Legislative Matter

Notification Date
9/20/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Long-term care insurance regulations
Development, drafting or introduction of a proposal relating to
Long-term care insurance regulations

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/30/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Individual medical account
Development, drafting or introduction of a proposal relating to
Individual medical account

Action Intended To Affect
Legislative Matter

Notification Date
6/4/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

All health insurance policy legislation and regulation
Development, drafting or introduction of a proposal relating to
All health insurance policy legislation and regulation

Action Intended To Affect
Legislative Matter

Notification Date
1/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

All insurance agent legislation
Development, drafting or introduction of a proposal relating to
All insurance agent legislation

Action Intended To Affect
Legislative Matter

Notification Date
1/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

All life insurance legislation
Development, drafting or introduction of a proposal relating to
All life insurance legislation

Action Intended To Affect
Legislative Matter

Notification Date
1/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

All property and casualty insurance laws and regulations
Development, drafting or introduction of a proposal relating to
All property and casualty insurance laws and regulations

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

All securities sales legislation
Development, drafting or introduction of a proposal relating to
All securities sales legislation

Action Intended To Affect
Legislative Matter

Notification Date
1/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Continuing education rules for insurance agents
Development, drafting or introduction of a proposal relating to
Continuing education rules for insurance agents

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Mandated health care coverages
Development, drafting or introduction of a proposal relating to
Mandated health care coverages

Action Intended To Affect
Legislative Matter

Notification Date
1/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Valued policy law revisions
Development, drafting or introduction of a proposal relating to
Valued policy law revisions

Action Intended To Affect
Legislative Matter

Notification Date
1/13/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Do not call lists
Development, drafting or introduction of a proposal relating to
Do not call lists

Action Intended To Affect
Rule (by a state agency)

Notification Date
8/1/2002
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Wisconsin Association of Insurance & Financial Advisors

Total Lobbying Effort

  2004
January - June
2004
July - December
Total
Total Lobbying Expenditures 2004
January - June
$4,773.00
2004
July - December
$4,524.93
Total $9,297.93
Total Hours Communicating 2004
January - June
6.60
2004
July - December
3.20
Total 9.80
Total Hours Other 2004
January - June
41.20
2004
July - December
32.40
Total 73.60

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: treatment of prescription drug costs, diagnostic testing, and payments under mandated insurance coverage of treatment for nervous and mental disorders and alcoholism and other drug abuse problems, and granting rule-making authority.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
relating to: increasing the limits for insurance coverage of nervous or mental health disorders or alcoholism or other drug abuse problems.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
relating to: prescription drugs, providing an exemption from emergency rule procedures, granting rule-making authority, making appropriations, and providing penalties.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
relating to: establishing a publicly financed health care system for residents of this state, creating the Department of Health Planning and Finance, Health Policy Board, and regional health councils, granting rule-making authority, and making appropriations.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2%
2004
July - December
Total 1%
relating to: requirements for recommendations made by insurers and insurance intermediaries to senior consumers in annuity transactions; committees of the board of directors of domestic stock and mutual corporations; annuity minimum nonforfeiture amount; merger of town mutual and domestic mutual insurance corporation into a town mutual; the insurance security fund; other miscellaneous changes to the insurance provisions; and granting rule-making authority.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2%
2004
July - December
Total 1%
relating to: the purchase of health care coverage by certain individuals through the Group Insurance Board, requiring the Group Insurance Board and the Private Employer Health Care Coverage Board to offer a combined health care coverage plan, granting rule-making authority, and making an appropriation.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
3%
2004
July - December
Total 1%
relating to: the purchase of health care coverage by individuals who are engaged in the business of farming through the Group Insurance Board, granting rule-making authority, and making an appropriation.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
3%
2004
July - December
Total 1%
relating to: the purchase of health care coverage by individuals who are engaged in the business of farming through the Group Insurance Board, granting rule-making authority, and making an appropriation.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
3%
2004
July - December
Total 1%
relating to: authorizing a health benefit purchasing cooperative pilot project and granting rule-making authority.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
3%
2004
July - December
Total 1%
relating to: authorizing a health benefit purchasing cooperative pilot project and granting rule-making authority.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
3%
2004
July - December
Total 1%
relating to: requirements for recommendations made by insurers and insurance intermediaries to senior consumers in annuity transactions; committees of the board of directors of domestic stock and mutual corporations; annuity minimum nonforfeiture amount; merger of town mutual and domestic mutual insurance corporation into a town mutual; the insurance security fund; other miscellaneous changes to the insurance provisions; and granting rule-making authority.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
3%
2004
July - December
Total 1%
relating to: the definition of a group health benefit plan.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
3%
2004
July - December
Total 1%
relating to: establishing a publicly financed health care system for residents of this state, creating the Department of Health Planning and Finance, Health Policy Board, and regional health councils, granting rule-making authority, and making appropriations.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
5%
2004
July - December
Total 2%
relating to: prohibiting the use of information in credit reports for issuing or setting premiums for motor vehicle or property insurance.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
5%
2004
July - December
Total 2%
relating to: loss of use of rental motor vehicles.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
6%
2004
July - December
Total 4%
relating to: life insurance and annuity contract exemptions from creditor claims.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
10%
2004
July - December
Total 6%
relating to: life insurance and annuity contract exemptions from creditor claims.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
15%
2004
July - December
Total 8%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
12%
Total 6%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
5%
2004
July - December
1%
Total 3%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
5%
2004
July - December
22%
Total 12%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
10%
2004
July - December
10%
Total 10%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
10%
2004
July - December
Total 6%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
2%
Total < 1%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
2%
Total < 1%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
6%
Total 3%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
9%
Total 4%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
10%
Total 4%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
11%
Total 5%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
15%
Total 6%

Minor Efforts

No minor efforts found.

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures